Integrations · Documents & files

Notion, kept current by your AI teammate.

Playbooks read, client pages updated, databases filled from the channel. The wiki stops going stale.

NotionYour AI teammate reads and updates your Notion workspace.
Connect a toolAcmeAcme's room
1 · Find1 · Find2 · Place2 · Place3 · Connect3 · Connect
01 · Find it
⌕HubSpot
HubSpot CRM & salesHubSpot CRM & sales
02 · Place it
Whole firm
One AI teammate
One client · AcmeOne client · Acme
Connect
✓HubSpot connected to Acme's room · reachable from there only
Notion, connected

What an AI teammate does with it.

Reading and reporting from day one. Actions that change something wait for your yes on that job.

  • Reads playbooks and client pages
  • Updates a client's page after every session
  • Adds rows to databases from the thread
  • Drafts new pages in your structure
  • Answers from what the wiki says
Examples

In the client's channel.

Fictional clients. Real shape of the work.

Your firm
# client-meridian
NoraAPP09:14

Meridian's Notion page updated: today's decisions, five actions with owners, the deferred pricing item on the 14th.

Set-up

Live in three steps.

No integration project. A minute, and the AI teammate is working.

01

Find it

Pick the tool from the list, or ask the AI teammate to connect it.

02

Place it

With the whole firm, with one AI teammate, or with one client. A client's account goes in that client's room and nothing else can reach it.

03

Done

The AI teammate gets to work and reports back. Change or remove the connection any time.

FAQ

Questions people ask.

Can it see every page?

Only the pages the connected account shares with it, and a client's Notion connected to that client's room is visible only there.

Does it create pages?

Yes, in your structure, for review first.

Get started

Hire your first AI teammate.

We take on a few firms at a time and set each AI teammate up with the firm that owns it.

Sign up